Client Center

Our Client Center is where all your password protected tools reside.

All Hamilton Financial Planning clients have personal password-protected access to our Client Portal. Client information therein is strictly limited to the individual client and Scott Hamilton. Your information and actions are private and secure.

Financial Planning Portal

Use this link to:

  • This is the primary financial planning engine HFP uses to track all your assets, liabilities, and goals.
  • Clients have the ability to view their real-time net worth, spending, and budgets from any device you choose to use.
  • All reporting is handled digitally via your personal Financial Planning Portal.
  • The Financial Planning Portal serves as your secure “Vault” and is the vehicle through which exchange documents with complete security.
TD Ameritrade Account

Use this Account to:

  • Access your personal TDA account which includes all your statements, history, and reports.
  • From here clients can download their tax information and filings, trades, and confirmations.
My Morningstar Web Portal

Use this Account to:

  • Track your quarterly account and billing reports.
  • Client’s My Morningstar Web Portal can also be used to securely exchange documents with Hamilton Financial Planning.
CONTACT
843-806-0690Charleston
Contact us if you would like to discuss achieving your short and long-term financial goals with HFP.

Schedule a Сomplimentary
Face-to-Face Consultation TODAY!

If you’re unsure if you have enough saved to retire; when you can afford to retire, or how much more wealth you need to build in order to retire, we should talk. HFP is offering a no obligation 30 minute planning session designed to provide you with a high-level view of your financial forecast to answer these key questions.

Schedule a consultation TODAY!

to find out if HFP is a good fit for helping you meet your goals.